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Disclosery

MTUM ISHARES TR

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SHS (fund)

1,042 managers (1,053 13F filers) reported a position in MTUM shares at 2025-12-31, 72,401,625 shares in all. 86 filers opened a position and 79 filers sold out during the quarter.

Managers
1,042
13F filers
1,053
New
86
Added
485
Reduced
257
Sold out
79
Shares held by filers
72,401,625

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Lodestone Wealth Management LLC6,464$1.62M0.66%-24013F-HRTimeline
Patriot Financial Group Insurance Agenc…6,380$1.6M0.19%+5,55513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,354$1.59M0.05%-92713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,349$1.59M0.09%+113F-HRTimeline
Cresset Asset Management, LLC6,296$1.58M0.01%-38813F-HRTimeline
Ashton Thomas Private Wealth, LLC6,288$1.57M0.04%+1,49113F-HRTimeline
Commonwealth Retirement Investments LLC6,238$1.56M0.5%+2,78713F-HRTimeline
McNaughton Wealth Management, LLC6,191$1.55M0.64%013F-HRTimeline
Gallacher Capital Management LLC6,186$1.55M0.6%-65213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,180$1.55M0.28%+45513F-HRTimeline
ACT Advisors, LLC.6,130$1.53M0.6%-13813F-HRTimeline
TFB Advisors LLC6,129$1.53M0.43%+1113F-HRTimeline
CHAPIN DAVIS, INC.6,095$1.53M0.36%013F-HRTimeline
Eldridge Investment Advisors, Inc.6,067$1.52M0.33%-1113F-HRTimeline
Retirement Wealth Solutions LLC6,050$1.51M0.96%+2,18113F-HRTimeline
McCartney Wealth Management LLC6,033$1.51M1.3%13F-HRTimeline
MATHER GROUP, LLC.6,029$1.51M0.02%+2,48213F-HRTimeline
J.M. Arbour, LLC6,024$1.51M1.5%13F-HRTimeline
Nest Investments, LLC6,012$1.5M1.26%13F-HRTimeline
EQ LLC5,997$1.5M0.43%+2,65513F-HRTimeline
BCU Wealth Advisors, LLC5,995$1.5M0.57%+2,07113F-HRTimeline
Oakwell Private Wealth Management, LLC5,995$1.5M0.28%-9113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sollinda Capital Management LLC5,945$1.49M0.38%-2,45913F-HRTimeline
HANCOCK WHITNEY CORP5,940$1.49M0.03%013F-HRTimeline
MA Private Wealth5,867$1.47M0.24%-1,32213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,845$1.46M1.2%-1,44813F-HRTimeline
BLALOCK WILLIAMS, LLC5,750$1.44M1.15%+2,25913F-HRTimeline
Mutual Advisors, LLC5,728$1.43M0.03%+4513F-HRTimeline
SHP Wealth Management5,717$1.43M0.11%13F-HRTimeline
PATTEN & PATTEN INC/TN5,702$1.43M0.08%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,698$1.43M0.05%-22613F-HRTimeline
Insight Wealth Strategies, LLC5,693$1.42M0.16%+413F-HRTimeline
BridgePort Financial Solutions, LLC5,683$1.42M0.38%+1,74813F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,680$1.42M<0.01%+2,16813F-HRTimeline
Sovereign Financial Group, Inc.5,563$1.39M0.25%+50813F-HRTimeline
Clear Creek Financial Management, LLC5,534$1.39M0.11%-1213F-HRTimeline
Focused Wealth Management, Inc5,525$1.38M0.15%+1013F-HRTimeline
Integrated Advisors Network LLC5,511$1.38M0.06%+2,17413F-HRTimeline
Kingsview Wealth Management, LLC5,501$1.38M0.02%+1,78213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,494$1.38M0.09%+57413F-HRTimeline
NWF Advisory Services Inc.5,427$1.36M0.15%-2,90113F-HRTimeline
McKinley Carter Wealth Services, Inc.5,426$1.36M0.08%-51913F-HRTimeline
Archer Investment Management, LLC5,414$1.36M0.73%new13F-HRTimeline
EVERPAR ADVISORS LLC5,314$1.33M0.49%+3,48413F-HRTimeline
UMB Bank, n.a.5,197$1.3M0.02%-4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Planned Solutions, Inc.5,109$1.28M0.41%+113F-HRTimeline
Gotham Asset Management, LLC5,083$1.27M<0.01%+2,86813F-HRTimeline
PKS Advisory Services, LLC5,050$1.26M0.29%+6513F-HRTimeline
Wealthspire Advisors, LLC5,027$1.26M0.01%+3,63313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,006$1.25M0.03%+16913F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC4,938$1.24M0.26%+32713F-HRTimeline
Bison Wealth, LLC5,100$1.23M0.14%-40213F-HRTimeline
LifePlan Investment Advisors, Inc.4,878$1.22M0.5%+38813F-HRTimeline
Talisman Wealth Advisors LLC4,859$1.22M0.95%+49313F-HRTimeline
Nova R Wealth, Inc.4,836$1.21M0.44%+10513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,832$1.21M0.07%-9,44613F-HRTimelineGroup
Yukon Wealth Management, Inc.4,894$1.21M0.7%+32113F-HRTimeline
PRIVATE TRUST CO NA4,812$1.2M0.11%+77613F-HRTimeline
Interchange Capital Partners, LLC4,774$1.19M0.22%+1,66313F-HRTimeline
PFG Advisors4,744$1.19M0.06%-84213F-HRTimeline
WPG Advisers, LLC4,674$1.17M0.87%-1513F-HRTimeline
ERn Financial, LLC4,633$1.16M0.22%+1513F-HRTimeline
Capital Asset Managemnet, LLC4,465$1.15M1.28%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,550$1.14M0.02%-34713F-HRTimelineGroup
Gilbert Capital Group, Inc.4,549$1.14M0.86%-10,84113F-HRTimeline
Three Magnolias Financial Advisors, LLC4,517$1.13M0.7%-113F-HRTimeline
MONECO ADVISORS, LLC4,504$1.13M0.09%-1713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,459$1.12M0.01%13F-HR/ATimelineGroup
Fragasso Financial Advisors Inc4,447$1.11M0.07%-1513F-HRTimeline
Aspect Partners, LLC4,431$1.11M0.49%+113F-HRTimeline
Verdence Capital Advisors LLC4,427$1.11M0.07%+1,09113F-HRTimeline
Fortune Financial Advisors, LLC4,389$1.1M0.74%+1,52713F-HRTimeline
Capital Investment Management, Inc.4,379$1.1M0.38%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,378$1.1M0.41%+62713F-HRTimeline
Dorsey & Whitney Trust CO LLC4,370$1.09M0.06%+1,66913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,361$1.09M0.07%+1,05813F-HR/ATimeline
Hyundai Investments Co., Ltd.4,304$1.09M1.06%new13F-HRTimeline
G&S Capital LLC4,330$1.08M0.38%-6513F-HRTimeline
EP Wealth Advisors, LLC4,308$1.08M0.01%13F-HRTimeline
Golden State Wealth Management, LLC4,296$1.08M0.11%+36513F-HRTimeline
Belpointe Asset Management LLC4,294$1.07M0.04%-3,75613F-HRTimeline
Security Financial Services, INC.4,173$1.04M0.16%-1113F-HRTimeline
PFG Investments, LLC4,156$1.04M0.05%+95113F-HRTimeline
WAYSTONE ADVISORS LLC4,155$1.04M0.89%13F-HRTimeline
Flagship Private Wealth, LLC4,120$1.03M0.41%+45013F-HRTimeline
Modera Wealth Management, LLC4,109$1.03M0.01%-3,21113F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC4,103$1.03M1.44%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,070$1.02M0.08%+80213F-HRTimeline
Vantage Point Financial LLC4,051$1.01M0.36%+1,54413F-HRTimeline
Lansing Street Advisors4,036$1.01M0.26%+1013F-HRTimeline
Parker Investment Management, LLC3,994$1000K0.14%-1,29713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,988$998K0.02%+1,05513F-HR/ATimeline
Citizens National Bank Trust Department3,981$996K0.17%+29513F-HRTimeline
W ADVISORS, LLC3,981$996K0.5%+94013F-HRTimeline
Spectrum Strategic Capital Management, …3,979$996K0.53%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,961$992K0.07%013F-HRTimeline
Venturi Wealth Management, LLC3,942$987K0.04%+4513F-HRTimeline
LANARK FINANCIAL, INC.3,941$987K0.07%-43313F-HRTimeline
Smart Money Group LLC3,938$986K0.29%+4913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,930$984K0.01%+2,60813F-HRTimeline
Walser Wealth Management Company, A Ltd…3,923$982K0.52%13F-HRTimeline
Financial Engines Advisors L.L.C.3,921$981K<0.01%-613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,909$978K0.22%-2,16313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,894$974K0.02%+1,47413F-HRTimelineGroup
Raleigh Capital Management Inc.3,870$969K0.35%+1,48413F-HRTimeline
VestGen Investment Management3,854$965K0.53%+56813F-HRTimeline
Valeo Financial Advisors, LLC3,839$961K0.02%-713F-HRTimeline
Integrated Wealth Management3,770$944K1.06%13F-HRTimeline
First Citizens Financial Corp3,767$943K0.47%-4613F-HRTimeline
Sierra Capital LLC3,761$941K0.1%013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,755$940K0.15%+1,59513F-HRTimeline
MGB Wealth Management, LLC3,754$940K0.27%+61613F-HRTimeline
Saxony Capital Management, LLC3,752$939K0.58%+2,71913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,722$932K<0.01%+2,04313F-HRTimelineGroup
GSG Advisors LLC3,697$925K0.24%+1013F-HRTimeline
Prospera Financial Services Inc3,689$925K0.02%+28513F-HRTimeline
Aspire Private Capital, LLC3,662$917K0.2%+33913F-HRTimeline
Rehmann Capital Advisory Group3,640$911K0.05%+12313F-HRTimeline
Sherman Wealth Management LLC3,594$900K0.78%13F-HR/ATimeline
Richmond Investment Services, LLC3,584$898K0.16%+45413F-HRTimeline
Belvedere Trading LLC3,585$897K0.17%+3,58513F-HRTimeline
Center For Asset Management LLC3,567$893K0.47%-28413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,550$889K0.06%+1313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,534$885K0.03%-16213F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding3,526$883K-104Timeline
REGIMEN WEALTH, LLC3,516$880K0.26%+513F-HRTimeline
Private Advisory Group LLC3,504$877K0.07%-4,63213F-HRTimeline
SIMPLEX TRADING, LLC3,472$869K0.02%new13F-HRTimeline
Trueblood Wealth Management, LLC3,456$865K0.34%+22513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,449$863K0.01%+11413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,435$860K<0.01%+64413F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC3,376$845K0.03%+2,18813F-HRTimelineGroup
RED REEF ADVISORS LLC3,363$842K0.86%13F-HRTimeline
WORLD EQUITY GROUP, INC.3,342$837K0.23%+29113F-HRTimeline
Vantus Wealth LLC3,332$834K0.61%13F-HRTimeline
MBE Wealth Management, LLC3,328$833K0.35%013F-HRTimeline
Compound Planning, Inc.3,324$832K0.02%-1,73213F-HRTimeline
Waterloo Capital, L.P.3,277$820K0.06%+22713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,266$818K<0.01%13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC3,264$817K0.03%+1,31413F-HRTimeline
Shore Point Advisors, LLC3,261$816K0.35%+1413F-HRTimeline
Galvin, Gaustad & Stein, LLC3,260$816K0.06%new13F-HRTimeline
Adaptive Financial Consulting, LLC3,179$796K0.31%-59113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,155$790K<0.01%013F-HRTimelineGroup
CRA Financial Services, LLC3,130$783K0.1%-7713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,108$778K<0.01%-2,83513F-HRTimelineGroup
Institute for Wealth Management, LLC.3,108$778K0.08%-96013F-HRTimeline
Quent Capital, LLC3,088$773K0.06%-4413F-HRTimeline
Two West Capital Advisors LLC3,082$771K0.45%+1,02213F-HRTimeline
NATIXISin group Natixis Investment Managers3,030$768K<0.01%-24613F-HRTimelineGroup
Dakota Wealth Management3,054$764K0.01%013F-HR/ATimeline
Lee Financial Co3,037$760K0.1%-51513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,008$753K0.31%013F-HRTimeline
Eagle Strategies LLC3,007$753K0.1%+513F-HRTimeline
Selby Wealth Management, LLC2,985$747K0.3%13F-HRTimeline
FWG Investments, LLC.2,955$740K0.47%+1,04213F-HRTimeline
Bernardo Wealth Planning LLC2,947$738K0.14%+513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,892$724K0.24%+4813F-HRTimelineGroup
GDS Wealth Management2,864$717K0.04%+7913F-HRTimeline
Joel Adams & Associates, Inc.2,862$717K0.54%+3013F-HRTimeline
Vavra Capital Management, LLC2,856$715K0.7%13F-HRTimeline
Palumbo Wealth Management LLC2,852$714K0.18%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,848$713K0.1%new13F-HRTimeline
Clearstead Advisors, LLC2,825$707K0.01%+21713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,813$704K0.06%+1,10813F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC2,800$701K0.47%-57413F-HRTimeline
Investment Advisory Group, LLC2,789$698K0.18%+113F-HRTimeline
Kovack Advisors, Inc.2,762$691K0.03%new13F-HR/ATimeline
Accelerate Investment Advisors LLC2,734$684K0.46%+1,00513F-HRTimeline
Perissos Private Wealth Management, LLC2,728$683K0.59%+113F-HRTimeline
Robertson Stephens Wealth Management, L…2,728$683K0.02%+33613F-HRTimeline
Signal Advisors Wealth, LLC2,723$682K0.05%+16813F-HRTimeline
Bowman & Co S.C.2,717$680K0.29%+17313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,701$676K<0.01%+14413F-HRTimelineGroup
LongView Wealth Management2,607$675K0.16%-5713F-HRTimeline
OMNI 360 Wealth, Inc.2,638$675K0.35%-15013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,690$673K0.26%+1,15713F-HRTimelineGroup
FSM Wealth Advisors, LLC2,684$672K0.09%-1,16813F-HRTimeline
Soltis Investment Advisors LLC2,678$670K0.04%new13F-HR/ATimeline
United Advisor Group, LLC2,667$667K0.09%+5613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,657$665K0.02%+1013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,624$657K0.02%+1113F-HRTimelineGroup
Ocean Park Asset Management, LLC2,621$656K0.03%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,549$652K0.25%-8513F-HRTimeline
Cyndeo Wealth Partners, LLC2,556$640K0.03%-1013F-HRTimeline
Atlatl Advisers LLC2,554$639K0.25%+1,11613F-HRTimeline
LS Investment Advisors, LLC2,540$636K0.09%013F-HRTimeline
Elmwood Wealth Management, Inc.2,530$633K0.2%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,499$632K0.04%-60813F-HRTimeline
MTM Investment Management, LLC2,522$631K0.2%013F-HRTimeline
V2 Financial group LLC2,509$628K0.31%-25013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,491$624K0.07%-25513F-HRTimeline
Keystone Financial Group, Inc.2,462$616K0.32%+613F-HRTimeline
Elevated Capital Advisors, LLC2,458$615K0.14%-3413F-HRTimeline
GWN SECURITIES INC.2,452$614K0.12%-32013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,434$609K0.04%+66213F-HRTimeline
Aspire Growth Partners LLC2,430$608K0.42%-2313F-HRTimeline
Tyche Wealth Partners LLC2,420$606K0.1%-7913F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,411$603K0.22%+113F-HRTimeline
Atlas Brown,Inc.2,401$601K0.18%+14413F-HRTimeline